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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
449
Holders Change
+27
Holders Change %
+6.4%
% of All Funds
12.91%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
2.07%
New
51
Increased
205
Reduced
129
Closed
22
Calls
$4.43M
Puts
$2.17M
Net Calls
+$2.26M
Net Calls Change
-$507K

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.35B
2
Bank of America
2
Bank of America
North Carolina
$1.14B
3
DT
3
Diversified Trust
Tennessee
$121M
4
W
4
Wealthfront
California
$91M
5
HP
5
HT Partners
Connecticut
$29.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$390M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$101M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.16M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$13.5M
5
MIH
5
Madison Investment Holdings
Wisconsin
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1.35B 17,385,956 +7,193,016 +71%
Bank of America
2
Bank of America
North Carolina
$1.14B 14,688,785 +1,874,111 +15%
Morgan Stanley
3
Morgan Stanley
New York
$427M 5,482,011 -819 -0%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$390M 5,007,444 -376,564 -7%
U
5
UBS
Switzerland
$258M 3,311,406 +47,541 +1%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M 2,957,387 +121,103 +4%
BCI
7
Brinker Capital Investments
Pennsylvania
$156M 2,001,562 +16,591 +0.8%
LPL Financial
8
LPL Financial
California
$131M 1,678,359 -126,218 -7%
HB
9
Homrich & Berg
Georgia
$123M 1,584,268 +31,482 +2%
DT
10
Diversified Trust
Tennessee
$121M 1,552,880 +1,552,880 New
Wells Fargo
11
Wells Fargo
California
$118M 1,511,352 +67,921 +5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$101M 1,290,346 -324,067 -20%
W
13
Wealthfront
California
$91M 1,155,527 +315,326 +38%
Goldman Sachs
14
Goldman Sachs
New York
$84.3M 1,080,833 +71,607 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$81.1M 1,040,234 -54,504 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$80.3M 1,029,664 +66,018 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$72.5M 929,469 +73,700 +9%
Vanguard Group
18
Vanguard Group
Pennsylvania
$71.9M 922,765 +129,944 +16%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$67.1M 861,144 -45,970 -5%
MG
20
MDE Group
New Jersey
$60.8M 779,443 -96,816 -11%
HighTower Advisors
21
HighTower Advisors
Illinois
$60.3M 773,560 +33,404 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$59.9M 768,679 +22,823 +3%
CIA
23
Choate Investment Advisors
Massachusetts
$59.3M 760,628 +12,138 +2%
GT
24
Glenmede Trust
Pennsylvania
$55.9M 717,078 +5,219 +0.7%
CFA
25
Capstone Financial Advisors
Illinois
$55.1M 707,346 -39,614 -5%
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